PUBLIC HEALTH FUND OF THE CHAMBER OF COMMERCE OF HAWAII: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: PUBLIC HEALTH FUND OF THE CHAMBER OF COMMERCE OF HAWAII (EIN 99-6010618)
Tax period: 2020-07-01 to 2021-06-30
Filed: 2022-05-12
IRS object ID: 202221329349103187
Schema version: 2020v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Distribution From Corpus Election
Investments Corp Bonds Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-12T15:58:34-05:00	ReturnTs
Tax Period End	2021-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	990237347	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	OHATA CHUN YUEN LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3684 WAIALAE AVENUE	AddressLine1Txt
City	HONOLULU	CityNm
State Abbreviation	HI	StateAbbreviationCd
ZIP	96816	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	996010618	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE PUBLIC HEALTH FUND	BusinessNameLine1Txt
Business Name Line2	OF THE CHAMBER OF COMMERCE OF HAWAII	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	PUBL	BusinessNameControlTxt
Phone	8085454300	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	733 BISHOP STREET NO 1200	AddressLine1Txt
City	HONOLULU	CityNm
State Abbreviation	HI	StateAbbreviationCd
ZIP	96813	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SHERRY MENOR-MCNAMARA	PersonNm
Person Title	PRESIDENT & CEO	PersonTitleTxt
Phone	8085454389	PhoneNum
Signature	2022-04-26	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	SHERRY	PersonFirstNm
Person Last	MENOR-MCNAMARA	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CHRIS QY YUEN	PreparerPersonNm
PTIN	P00646551	PTIN
Phone	8087358585	PhoneNum
Preparation	2022-04-26	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,363,217	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$18,307	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$18,307	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$42,927	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$42,927	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$98,991	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$563,547	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$98,991	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$160,225	TotalRevAndExpnssAmt
Total Net Invst Incm	$160,225	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$30,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$7,500	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$22,500	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$10,785	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,696	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$8,089	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$18,210	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$18,210	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$5,461	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$13	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$13	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$64,469	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$28,406	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$30,602	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$110,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$110,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$174,469	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$28,406	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$140,602	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$14,244	ExcessRevenueOverExpensesAmt
Net Investment Income	$131,819	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$4,538	CashBOYAmt
Cash EOY	$2,161	CashEOYAmt
Cash EOYFMV	$2,161	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$14,073	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$21,800	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$21,800	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$4,665	AcctRcvblAmt
Acct Rcvbl BOY	$4,853	AcctRcvblBOYAmt
Acct Rcvbl EOY	$4,665	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$4,665	AcctRcvblEOYFMVAmt
US Government Obligations BOY	$408,873	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$353,290	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$353,290	USGovtObligationsEOYFMVAmt
Corporate Bonds BOY	$308,481	CorporateBondsBOYAmt
Corporate Bonds EOY	$323,199	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$323,199	CorporateBondsEOYFMVAmt
Other Investments BOY	$1,348,384	OtherInvestmentsBOYAmt
Other Investments EOY	$1,658,102	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,658,102	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$2,089,202	TotalAssetsBOYAmt
Total Assets EOY	$2,363,217	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,363,217	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$24,762	AccountsPayableBOYAmt
Accounts Payable EOY	$12,644	AccountsPayableEOYAmt
Total Liabilities BOY	$24,762	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$12,644	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$2,064,440	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$2,350,573	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,064,440	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,350,573	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,089,202	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,363,217	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,064,440	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$14,244	ExcessRevenueOverExpensesAmt
Other Increases	$300,377	OtherIncreasesAmt
Subtotal	$2,350,573	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$2,350,573	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ALTRIA GROUP INC	P	2021-02-18	$5,943	$5,998	-$55	-$55
APPLE INC	P	2021-05-06	$5,000	$5,000	$0	$0
AUTOZONE INC	P	2020-08-17	$5,000	$4,969	$31	$31
BANK OF NEW YORK MELLON CORP	P	2021-02-01	$5,000	$4,992	$8	$8
CELGENE CORP	P	2021-02-23	$2,262	$2,021	$241	$241
DUKE ENERGY FLORIDA	P	2021-01-21	$5,046	$5,003	$43	$43
FEDEX CORP	P	2021-05-21	$5,140	$5,000	$140	$140
FED FARM CREDIT BANKS FUNDING CORP	P	2020-07-08	$10,000	$9,988	$12	$12
FED HOME LOAN BANKS 1.72%	P	2020-09-23	$10,000	$10,000	$0	$0
FED HOME LOAN BANKS 2.25%	P	2021-05-28	$10,496	$9,887	$609	$609
FED HOME LOAN MORTGAGE CORP 1.125%	P	2020-10-14	$10,000	$10,000	$0	$0
FED HOME LOAN MORTGAGE CORP 2%	P	2020-07-01	$10,000	$10,000	$0	$0
GILEAD SCIENCES INC 4.5%	P	2021-01-04	$5,000	$5,000	$0	$0
GOLDMAN SACHS GROUP INC 1.45%	P	2020-08-26	$5,025	$5,000	$25	$25
NETAPP INC 3.375%	P	2020-07-27	$5,134	$4,995	$139	$139
UNITED STATES TREASURY NOTES 2%	P	2021-08-28	$5,046	$5,009	$37	$37
UNITED STATES TREASURY NOTES 2.875%	P	2020-11-02	$5,000	$5,000	$0	$0
UNITED STATES TREASURY NOTES 3.625%	P	2021-02-16	$5,000	$5,070	-$70	-$70
DBX ETF TR XTRACK MSCI EAFE	P	2020-08-19	$125,305	$120,221	$5,084	$5,084
ISHARES IBOXX HY COR BD ETF	P	2020-08-19	$202,749	$179,285	$23,464	$23,464
VANGUARD 500 INDX ADMIRAL	P	2020-12-22	$55,000	$22,549	$32,451	$32,451
VANGUARD 500 INDX ADMIRAL	P	2021-03-12	$5,000	$1,910	$3,090	$3,090
ISHARES MSCI EAFE ETF	P	2021-05-19	$9,973	$8,583	$1,390	$1,390
ISHARES MSCI EAFE ETF	P	2021-05-24	$1,773	$1,499	$274	$274
VANGUARD 500 INDX ADMIRAL	P	2021-05-24	$27,800	$10,119	$17,681	$17,681
VANGUARD MID-CAP ETF	P	2021-05-24	$5,916	$1,629	$4,287	$4,287
VANGUARD SMALL CAP ETF	P	2021-05-24	$5,839	$1,678	$4,161	$4,161
VANGUARD 500 INDX ADMIRAL	P	2021-06-01	$4,100	$1,471	$2,629	$2,629
VANGUARD 500 INDX ADMIRAL	P	2020-08-19	$6,000	$2,680	$3,320	$3,320

Field	Value	IRS element (for citing)
Capital Gain Net Income	$98,991	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,832	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,832	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,832	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$3,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$3,000	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$41	EsPenaltyAmt
Overpayment	$1,127	OverpaymentAmt
Applied To ES Tax	$1,127	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	HI	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	COCHAWAII.ORG	WebsiteAddressTxt
Individual With Books	THE CHAMBER OF COMMERCE OF HAWAII	IndividualWithBooksNm
Phone	8085454300	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	733 BISHOP STREET SUITE 1200	AddressLine1Txt
City	HONOLULU	CityNm
State Abbreviation	HI	StateAbbreviationCd
ZIP	96813	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (41 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
CHAMBER OF COMMERCE OF HAWAII
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	TRUSTEE	1.00	$30,000	$0	$0
DONN TAKAKI
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	CHAIR	0.25	$0	$0	$0
KU'UHAKU PARK
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	CHAIR ELECT	0.25	$0	$0	$0
DAVID OKABE
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	VICE CHAIR	0.25	$0	$0	$0
ALICIA MOY
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	2ND VICE CHAIR	0.25	$0	$0	$0
MARK POLIVKA
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	PAST CHAIR	0.25	$0	$0	$0
NELSON BEFITEL
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
STANFORD CARR
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
ARNOLD MARTINES
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
TRINI KAOPUIKI CLARK
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
JENNIFER DIESMAN
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
GALEN NAKAMURA
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
VASSILIS SYRMOS
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
TOM PARK
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
MIKE CHING
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
ED SCHULTZ
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
JEFF SWARTZ
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
JIM KELLY
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
JEFF HIGASHI
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
KIT MILLAN
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
JASON FUJITA
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
KURT OSAKI
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
ROBERT JOANOU
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
MARTIN J WELCH
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
JASON HIGA
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
KYLE J SHELLY
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
SAEDENE OTA
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
TIM MOBLEY
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
CRAIG TAKAMINE
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
ANN TERANISHI
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
DENISE HAYASHI YAMAGUCHI
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
KENDRA KAWAI
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
BLAINE MIYASATO
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
STAN MASAMITSU
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	DIRECTOR	0.25	$0	$0	$0
CINDYLOU FEGUERRES
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	EX-OFFICIO	0.25	$0	$0	$0
WAYNE T ISHIHARA
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	EX-OFFICIO	0.25	$0	$0	$0
TOBY TANIGUCHI
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	EX-OFFICIO	0.25	$0	$0	$0
ROB STEPHENSON
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	EX-OFFICIO	0.25	$0	$0	$0
MARK PERRIELLO
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	EX-OFFICIO	0.25	$0	$0	$0
PAMELA TUMPAP
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	EX-OFFICIO	0.25	$0	$0	$0
WENDY LAROS
733 BISHOP STREET SUITE 1200	HONOLULU	HI	96813	EX-OFFICIO	0.25	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$2,224,401	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$29,637	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,254,038	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,254,038	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$33,811	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,220,227	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$111,011	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$111,011	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,832	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,832	TotalTaxAmt
Distributable Before Adj	$109,179	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$109,179	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$109,179	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$140,602	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$140,602	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$140,602	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$109,179	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr3	$34,623	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$36,139	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$140,521	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$211,283	TotalExcessDistributionCyovAmt
Qualifying Distributions	$140,602	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$140,602	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$0	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$109,179	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$109,179	ExcessDistributionCyovAppCYAmt
Total Corpus	$242,706	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$242,706	ExcessDistriCyovToNextYrAmt
Excess From Year1	$102,104	ExcessFromYear1Amt
Excess From Current Year	$140,602	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	PUBLIC HEALTH FUND	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	733 BISHOP STREET SUITE 1200	AddressLine1Txt
City	HONOLULU	CityNm
State Abbreviation	HI	StateAbbreviationCd
ZIP	96813	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	8085454300	RecipientPhoneNum
Recipient Email Address	PHF@COCHAWAII.ORG	RecipientEmailAddressTxt
Form And Info And Materials	COMPLETED APPLICATION FORM AND A DETAILED DESCRIPTION OF THE PROPOSED PROJECT.	FormAndInfoAndMaterialsTxt
Submission Deadlines	THE DEADLINES FOR SUBMITTING GRANT PROPOSALS EVERY YEAR ARE JUNE 15 AND DECEMBER 15	SubmissionDeadlinesTxt
Restrictions On Awards	GRANT SHOULD BE USED FOR PROMOTION AND MAINTENANCE OF THE HEALTH OF THE CITY AND COUNTY OF HONOLULU.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
HAWAII FOOD BANK
2611 KILIHAU STREET	HONOLULU	HI	96819	NONE	PC	EMERGENCY FOOD RESPONSE TO COVID 19	$50,000
ALOHA MEDICAL MISSION
200 NORTH VINEYARD BLVDB-120	HONOLULU	HI	96817	NONE	PC	HONOLULU DENTAL CLINIC AND FIRST SMILE	$9,000
SPALDING BOYS & GIRLS CLUB
1704 WAIOLA STREET	HONOLULU	HI	96826	NONE	PC	HO'OLA NA PUA EDUCATION PROGRAM	$20,000
HEALTHY MOTHERS HEALTHY BABIES COALITION
310 PAOAKALANI AVE STE 202A	HONOLULU	HI	96815	NONE	PC	COMMUNITY BASED DOULA PROGRAM	$10,000
HELPING HANDS HAWAII
2100 N NIMITZ HIGHWAY	HONOLULU	HI	96819	NONE	PC	BILINGUAL ACCESS LINE: IMPROVING ACCESS TO HEALTH CARE SERVICES FOR THE LIMITED ENGLISH PROFICIENT COMMUNITY	$10,000
MENTAL HEALTH AMERICA OF HAWAII
1124 FORT STREET MALL STE 205	HONOLULU	HI	96813	NONE	PC	YOUTH SUICIDE PREVENTION CAMPAIGN	$11,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$110,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$18,307	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$42,927	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$98,991	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$160,225	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$160,225	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	FEE ACCOUNTING	CategoryTxt
Amt	$10,785	Amt
Net Investment Income	$2,696	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$8,089	DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

Field	Value	IRS element (for citing)
Election	PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE FUND HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.	ElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	DEBT SECURITIES	BondNm
EOY Book Value	$323,199	EOYBookValueAmt
EOYFMV	$323,199	EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$286,956	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$286,956	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$66,334	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$66,334	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	MUTUAL FUNDS	CategoryOrItemTxt
Listed At Cost Or FMV	FMV	ListedAtCostOrFMVCd
Book Value	$1,658,102	BookValueAmt
EOYFMV	$1,658,102	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	BANK SERVICE CHARGE	Desc
Revenue And Expenses Per Books	$13	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$13	DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	NET UNREALIZED GAIN ON INVESTMENTS	Desc
Amt	$300,377	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	FEE INVESTMENT MANAGEMENT	CategoryTxt
Amt	$18,210	Amt
Net Investment Income	$18,210	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL EXCISE TAX	CategoryTxt
Amt	$5,461	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt